Cooper Grady Email & Phone Number

Director Of Financial Planning @ Pettinelli Financial Partners

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Cooper Grady Location

United States

Cooper Grady Work

2022 - now Director Of Financial Planning @ Pettinelli Financial Partners
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2019 - now Hiring Manager @ Simply Paraplanner
2020 - 2022 Director Of Financial Planning @ Marathon Financial Group, LLC

2018 - 2020 Director Of Financial Planning @ Apollon Wealth Management, LLC
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2016 - 2018 Lead Advisor @ The Gorman Financial Group
2014 - 2016 Director Of Insurance @ The Gorman Financial Group

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Cooper Grady Education

Eastern
Bachelors (Business, Business Finance, Finance)
2010 - 2013
American College
2014
Mattoon High School

Cooper Grady Skills

Retirement Planning
Financial Analysis
Strategic Financial Planning

Time Management
Risk Management
Financial Planning
Finance
Life Insurance

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Cooper Grady Summary

Cooper Grady, based in United States, is currently a Director Of Financial Planning at Pettinelli Financial Partners. Cooper Grady brings experience from previous roles at Simply Paraplanner, Marathon Financial Group, LLC, Apollon Wealth Management, LLC and The Gorman Financial Group. Cooper Grady holds a 2010 - 2013 Bachelors in Business, Business Finance, Finance @ Eastern. With a robust skill set that includes Retirement Planning, Financial Analysis, Strategic Financial Planning, Time Management, Risk Management and more. Cooper Grady has 2 emails and 1 mobile phone numbers on RocketReach.

Cooper Grady Emails

Found 2 emails

Cooper Grady Phone Numbers

Found 2 phone numbers

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Top Pettinelli Financial Partners Employees

Dennis Pettinelli

Founder at Pettinelli Financial Partners

Redwood City, CA, US
1
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4
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Jon Pettinelli

Chief Executive Officer at Pettinelli Financial Partners

Redwood City, CA, US
3
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4
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Cooper Grady

Director Of Financial Planning at Pettinelli Financial Partners

United States
2
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2
- +1 217-246-XXXX
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Zach Windes

Financial Advisory at Pettinelli Financial Partners

San Francisco, CA, US
2
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4
- +1 412-338-XXXX
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- +1 760-789-XXXX
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Allison Steele

Owner and Partner at Pettinelli Financial Partners

Redwood City, CA, US
1
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3
- +1 832-967-XXXX
- +1 650-362-XXXX
- +1 415-676-XXXX
Genevieve Cornish

Financial Advisor at Pettinelli Financial Partners

Saint Paul, MN, US
2
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- pettinellifp.com
5+
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Nora Gasparyan

Associate Advisor at Pettinelli Financial Partners

Fair Oaks, CA, US
1
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2
- +1 818-246-XXXX
- +1 916-280-XXXX
Diana P.

Paraplanner at Pettinelli Financial Partners

California, United States
1
- pettinellifp.com
Halle Marquard

Client Services Associate at Pettinelli Financial Partners

United States
2
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Heike Schuster

Executive Assistant at Pettinelli Financial Partners

Redwood City, CA, US
2
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- pettinellifp.com
1
- +1 202-629-XXXX
Jackson Bussell

Paraplanner at Pettinelli Financial Partners

San Mateo, CA, US
1
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Joe Santomieri

Financial Advisor at Pettinelli Financial Partners

Redwood City, CA, US
1
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Tyler Newton

Financial Planning Intern at Pettinelli Financial Partners

Corona, CA, US
2
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